Coldstream Securities, Inc.

Overview

Coldstream Securities, Inc. is a Broker Dealer based in Bellevue, WA, formed in 1995 in Delaware. Its 10 registered representatives work across 2 branch offices in 1 state.

Registered reps

10

Branch offices

2

Formed

1995

Jurisdictions

12

Contact

1 phone number on file

Practice

Products and services

• Insurance
• Municipal Securities Broker
• Mutual Fund/Retailer
• Other
• Private Placements
• Retirement/Pension Products
• Variable Life Insurance & Annuities

Executive officers 2 of 2

• Kevin Michael Fitzwilson Chief Executive Officer CRD 2511528
• Erika Eng Yelle Chief Compliance Officer, Chief Financial Officer, Financial and Operations Principal CRD 1632625

Registered reps 3 of 10

• Joe L Cervantes Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2934811
• Patrick William Corcorran Registered Rep · Investment Adviser Rep CRD 5883964
• Evan Edward Fisher Registered Rep · Investment Adviser Rep CRD 5202121

7 more registered reps, with emails, phones and branch locations

Location

Headquarters

1 100th Ave NE Ste 102
Bellevue, WA 98004

County

King

Metro area

Seattle-Tacoma-Bellevue, WA

Region

West

Branch offices

2 in 1 state, including Seattle, WA

Registrations

• FINRA member, corporation formed in Delaware
• Registered in 12 jurisdictions
• Website: coldstream.com

Every state, with registration dates

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